+22.6%
PLD vs LUV
+41.1%
-18.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -1.3% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | -2.4% | -18.4% | +16.0% | +2.3% |
| 3M | -3.8% | -3.2% | -0.6% | -3.7% |
| 6M | 0.0% | -14.8% | +14.9% | +2.8% |
| YTD | +9.2% | -2.9% | +12.1% | +8.0% |
| 1Y | +25.9% | +29.6% | -3.7% | +14.9% |
| All | +22.6% | +41.1% | -18.6% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling